Skip to content
Greene Consulting
  • Our Services
  • About Us
    • Client List
    • Team
    • Testimonials
  • Contact Us
  • – LOGIN –

Month: July 2012

Maximizing Your Sales Capacity – Improving Your Close Ratio (It’s More Than Just “Closing Skills”)

By Rick Swygman | July 31, 2012

In our last blog, we noted three key metrics by which you can fundamentally assess your opportunity for improving sales capacity.  In this blog, we will address the metric that typically gets the most attention – the close ratio. Our research suggests that the “typical” wealth management close ratio ranges from 25% to 35% (for…

Read More

Poor Management of Risks Associated with Unexpected Events

By Dan Greene | July 23, 2012

In this our fifth in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we note that clients will often be unaware of or ignore the potential risks of premature death, short- and long-term disability, casualty losses, lawsuits, retirement plan security, unplanned estate distribution issues, etc. Such events can severely…

Read More

Are You Maximizing Your Sales Capacity?

By David Greene | July 11, 2012

Everyone in the industry is striving to grow revenue meaningfully and in short order. Some are considering expansion strategies and some new offerings or a new model (expensive, time-consuming, and delayed impact). Many are seeking training solutions (often inaccurately targeted) to improve sales results. And just about everyone is looking for a way to drive…

Read More

FINRA Outlines New Suitability Requirements

By David Greene | July 10, 2012

The date of July 9, 2012, marks the implementation of new FINRA rules governing the suitability requirements of brokers under Rule 2111. While many see this as the first foray into a new set of regulations and harmonization of the true fiduciary standards that RIA’s must meet, these new rules and standards push brokers to…

Read More

Improperly Structured Portfolios

By Dan Madden | July 9, 2012

In this our fourth in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we address the fourth root cause of inadequate retirement saving, which is improper allocation of their retirement accumulation portfolio(s) when measured against their objectives and risk tolerance. We have been witnessing a steady decline in defined…

Read More

Recent Posts

  • Advisor2.0: Can You Teach the “EQ” Intangibles?
  • Building Wealth with Nonqualified Stock Options
  • Advisor Insight: The Power of EQ
  • Advisor 2.0: What Makes the BEST Advisor
  • Advisor 2.0: What Makes a GREAT Advisor?

Archives

  • June 2022
  • April 2022
  • March 2022
  • February 2022
  • October 2021
  • July 2021
  • June 2021
  • April 2021
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • August 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • November 2018
  • October 2018
  • July 2018
  • November 2017
  • October 2017
  • August 2017
  • May 2017
  • March 2017
  • November 2016
  • October 2016
  • September 2016
  • July 2016
  • March 2016
  • February 2016
  • January 2016
  • June 2015
  • May 2015
  • April 2015
  • January 2015
  • August 2014
  • June 2014
  • May 2014
  • March 2014
  • October 2013
  • February 2013
  • January 2013
  • December 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • January 2011
  • December 2010

Categories

  • Business Banking
  • Certified Personal Retirement Specialist
  • CFP
  • Client Experience
  • Coaching
  • Corporate Executive
  • DOL
  • Employee Experience
  • Estate Planning
  • Financial Advisor
  • Financial Planning
  • Financial Services
  • Good to Know
  • Leadership
  • Mass Affluent
  • Practice Management
  • Retail Banking
  • Retirement Planning
  • Sales
  • Strategy
  • Training
  • Uncategorized
  • Wealth Advisor
  • Wealth Management

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
© 2021 Greene Consulting Associates, LLC. All Rights Reserved.